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Popular Zoho CRM + Platform.ly Workflows
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When Contact is created in Platformly > Create module entry in ZohoCRM > Create Contact in Platformly
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Update Zoho CRM module for new Platform.ly contact
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Update Platform.ly contact from new Zoho CRM contact
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When Contact is created in Zoho CRM > Check condition > Create Contact in Platform.ly
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When User is created in Zoho CRM > Check condition > Create Contact in Platform.ly
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When Lead is created in Zoho CRM > Check condition > Create Contact in Platform.ly
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When Module entry is created/updated in Zoho CRM > Check any condition > Create Contact in Platform.ly
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When Module entry is added in Zoho CRM > Check any condition > Create Contact in Platform.ly
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When Contact is created in Platform.ly > Search contact in Zoho CRM > Check condition > (If found) > Update module entry in Zoho CRM
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When Contact is created in Platform.ly > Search lead in Zoho CRM > Check condition > (If found) > Update module entry in Zoho CRM
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ZohoCRM is a simple and easy-to-use CRM software that provides you with everything you need to manage your contacts. You can create, store, and share contacts through the web interface or on the mobile app.
See Zoho CRM Integrations
Platformly helps you automate your marketing to deliver consistent and personalized engagement at scale. We unify all your channels and data into a single, actionable source of truth.
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